AI Operations Partner
What problem does an AI Operations Partner solve?
AI Operations Partner addresses workflows that remain manual because no clear owner connects tools, process improvement and day to day operation.
New AI tools appear constantly. Staff try one, then go back to doing the work by hand, because nobody owns how it fits the firm. A full time hire is more than most firms of this size need. A large build before the process is understood wastes time and money. What works is steady help applied to real workflows, one at a time.
What is included in AI Operations Partner?
AI Operations Partner includes work on real workflows, approved AI tools and automations, staff training and a monthly value ledger under a fixed scope.
- Working sessions on real workflows, not status meetings
- Help between sessions when something stalls
- A standing plan: map, simplify, automate, measure
- Setup and ongoing operation of approved AI tools and automations, connected to Microsoft 365 where the work needs it
- Staff training
- A monthly value ledger showing hours saved and tasks automated, as a record of delivered work, not a marketing score
- Fixed scope, reviewed as work changes
How does the first period start?
The first AI Operations Partner period sets approved accounts, firm context, data rules and the repeating work to improve.
The first period sets the workspace properly: approved accounts, the firm's context, data rules and the repeating work that will be improved. After that, answers start from the firm's own information rather than from a blank page.
How does AI Operations Partner work?
AI Operations Partner maps a workflow, simplifies the process, automates approved repetitive steps and records delivered work in a monthly value ledger.
- Map. Find where time goes and pick the workflow that drains the most of it.
- Simplify. Rebuild that workflow, often with tools the firm already has.
- Automate. Once the improved workflow is stable, remove repetitive steps. Tools are chosen to fit the work, and Microsoft 365 is connected where needed.
- Measure. Results are written into a monthly value ledger.
Then the loop starts again on the next workflow.
Who is AI Operations Partner for?
AI Operations Partner serves regulated San Diego firms with about 20 to 50 staff on Microsoft 365 after Managed IT and an AI Safety Check or equivalent review.
Regulated San Diego firms with about 20 to 50 staff on Microsoft 365 that already have Managed IT and a completed AI Safety Check, or an equivalent security baseline. Typical fit: clinics, law firms, accounting and CPA firms and life sciences companies.
How does AI Operations Partner stay safe?
AI Operations Partner uses approved tools, written data rules, limited access and activity logging. Managed IT and cybersecurity retain responsibility for the security baseline.
- Only approved tools
- Written data rules for what must never go into a tool
- Access limited and removed when staff leave
- Activity logging
- Security stays with Managed IT and cybersecurity. This service does not replace those controls.
What happens when work is larger than the retainer?
Larger automation builds or full process redesigns move to AI implementation and are scoped separately before work starts.
A custom automation or a full process redesign is handed to AI implementation and scoped separately before that work starts. Managed Safe AI remains the monthly service that keeps controls, policy and training current.
How does the monthly retainer work?
AI Operations Partner is a fixed scope monthly retainer. Dollar figures stay off this site and are quoted after a 15 minute call.
Fixed scope, charged as a monthly retainer. Dollar figures stay off this site and are quoted after a 15 minute call.
What is out of scope?
AI Operations Partner excludes consumer accounts, legal advice, certification, independent audits and replacing Managed IT or cybersecurity. Larger builds require a separate implementation scope.
- Consumer or personal AI accounts for firm work
- Legal advice, compliance certification or independent audits
- Replacing Managed IT or cybersecurity
- Large builds that belong on the implementation page, until those are scoped separately